Genuinely caring about people by loving and serving them in their finances.

Your Money. Well Rooted.

Our Core Services

MORTGAGES

Clear and transparent
guidance for big decisions

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INSURANCE

Protection on your assets
from the unexpected

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FINANCIAL PLANNING

Partnered planning to protect
your income and legacy

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INVESTMENT MANAGEMENT

Building wealth for a
prosperous financial future

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Grant Botma, Founder of Stewardship Insurance, is a Dave Ramsey Endorsed Local Provider (ELP) and Jeremy Sharp, Co-Founder of Stewardship Financial, is a SmartVestor Pro.

We’re Here To Serve You

Call | Text | Fax @ 602-384-2604
home@moneywellrooted.com
1094 S. Gilbert Rd. #210, Gilbert, AZ 85296

Who is Stewardship?

What is the New Tax Law?

The new Tax Cuts and Jobs Act introduced a number of reforms to individual and corporate taxes. While it was signed into law on December 22, 2017, the changes won’t go into effect until the 2018 tax year—meaning your 2017 taxes will be unaffected. This article is not...
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I Lost My Job: What Now?

Job loss or change—expected or not—can bring unwanted stress. It will almost certainly bring a change to your personal financial picture. Whether it’s cash flow, insurance benefits, or retirement planning, you’ll need to make adjustments. Here are a few tips to help...
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To 2018: A Stroll in my Personal Life

Hey everyone, I’m Jeremy. A few years back, Grant welcomed Jake Norton and I as partners of Stewardship Financial. Joining Stewardship was one of the best things that has ever happened to me. It stretched me and took all of the skeletons in my closet and placed them...
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Christmas

It’s the most wonderful time of the year! Many times, this comes with the memories we have from years past and traditions we enjoy year after year. We here at Stewardship have some fond Christmas memories and favorite annual traditions. We thought it would be fun to...
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The Ultimate Guide to Arizona Tax Credits: 2017

Arizona taxpayers have a choice when it comes to their tax credits. Taxpayers have the option to give tax money to the state or to deserving organizations through charitable donations. A tax credit reduces the amount of taxes you owe dollar-for-dollar. For example, if...
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